Senior Portfolio Advisor – Wealth Management

Northern Trust; Phoenix (AZ); On-site; USD 120,000 - 170,000; Full time

Job summary

Northern Trust is seeking an experienced investment professional in Phoenix to manage portfolios for a range of client accounts and develop investment objectives tailored to individuals. You will collaborate with a client service team to implement strategies and monitor performance.

The role requires 6–8 years of investment experience, strong knowledge of portfolio theory, and the ability to mentor colleagues while driving adherence to guidelines and risk controls.

Qualifications

• Knowledge of investment and portfolio management theory, accounting and financial principles, and investment instruments.
• Decision making, sales and negotiating skills to contribute to revenue generation.
• Deep conceptual and practical knowledge in the relevant discipline.
• 6 to 8 years of investment experience with long-term performance delivery.
• Ability to mentor colleagues and share expertise.

Responsibilities

• Manages investment activities for major fee-revenue accounts within their market.
• Develops investment objectives for specific individual clients.
• Analyzes and revises investment strategy to meet client goals.
• Coordinates with client service team to align portfolio activity.
• Stays current with new investment strategies, tools and research.
• Adheres to investment guidelines and risk management practices.
• Provides feedback on national initiatives and leadership priorities.

Skills

Investment theory

Portfolio management

Financial principles

Decision making

Sales skills

Negotiation

Industry knowledge

Mentoring

Job description

Northern Trust is seeking an experienced investment professional in Phoenix to manage portfolios for a range of client accounts and develop investment objectives tailored to individuals. You will collaborate with a client service team to implement strategies and monitor performance.

The role requires 6–8 years of investment experience, strong knowledge of portfolio theory, and the ability to mentor colleagues while driving adherence to guidelines and risk controls.